In terms of anode materials, domestic companies are forming a trend of surpassing both in technology and scale, and the future development prospects are promising; in terms of cathode materials, domestic companies have comprehensive leading advantages, and the industry position has been formed, and it is difficult to be surpassed in a short time.
Due to patents and core additives controlled by foreign companies, and the formula is restricted by the client, domestic electrolyte manufacturers have actually become OEMs; in terms of diaphragms, domestic companies have made slow technological progress, and the new system has not achieved breakthroughs. Those who can solve the problem, in essence, the industry want to disrupt the situation.
Current status of anode materials: industry concentration will further increase
At present, there are about 200 domestic anode material manufacturers. Compared with lithium iron phosphate, lithium-ion battery wholesale has the advantage of higher energy density and greater cruising range.
Current status of cathode materials: high industry concentration, strong ones are always strong
The price of graphite anode materials has shown a continuous downward trend in recent years, and this trend is expected to continue in the next few years. By expanding the production scale of cathode materials, leading companies in the domestic industry can strengthen the company's bargaining power in purchasing raw materials, improve the efficiency of production equipment, and enhance market competitiveness.
Current status of diaphragm materials: high-end products have a large import substitution space
In the past few years, the high gross profit margin of lithium battery separators has attracted a large number of new entrants, and new production is concentrated in the low-end product field, resulting in an oversupply of low-end products, and high-tech barriers have made domestic supply of mid-to-high-end products far lower than Market demand, especially high-end products, is about 90% imported diaphragms. The global diaphragm industry is concentrated in the United States, Japan, and South Korea, and the domestic development space is large.
Current status of electrolyte: the boom of raw material lithium hexafluorophosphate will continue, and the price is expected to usher in a wave of price increases
Due to its high technical threshold, strict production process requirements, environmental protection approvals, and long equipment procurement time, the expansion cycle is long, and the expansion cycle is more than 1.5 years. Therefore, we expect the high boom of lithium hexafluorophosphate will continue for more than one year.
According to the current development status, among the four major material fields of lithium-ion batteries in my country, the cathode material, anode material, and electrolyte have gradually become self-sufficient. Only the diaphragm material is highly dependent on imports, but the development speed is also very fast. The core technology of ion batteries is not lacking, and the foundation of industrialization is relatively solid. With the company's strengthening of technology research and development and the promotion of the new energy vehicle market, the quality of lithium-ion batteries in my country will be further improved, and a good period of use will be ushered in.
The above information is provided by Great Power, one of the top professional Chinese li-ion battery manufacturers in China.